The Layoff Notice Says AI. The Data Doesn't Quite Agree.
US employers blamed AI for almost 40 percent of May's job cuts, the highest share Challenger has ever tracked. Gartner says only 1 percent of public layoffs are actually attributable to AI productivity gains. Both numbers are now in heavy rotation, and "AI redundancy washing" has become a Deutsche Bank term of art.
Read full story →Jensen Huang's Korean Weekend and the Physical AI Supply Chain
In two days, Nvidia's CEO held five back-to-back meetings in Seoul covering SK hynix HBM4 memory, game-engine physics simulation from Krafton and NCSoft, robot platforms with Hyundai, Doosan and LG, and the gas turbines needed to power it all. Read together, the schedule maps every layer of "physical AI" onto one country.
Read full story →A Hundred Robots Walk Into a Hundred Homes
Wuhan startup GigaAI has placed 100 humanoid robots inside real Chinese households, the largest at-home humanoid trial yet attempted. They can microwave chicken, fold clothes and load dishwashers. They also need ten minutes to fold a single t-shirt. The point is the data, not the demo.
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